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J.P. Morgan Advisors - Associate, Branch Operations Support Manager

Job Description - J.P. Morgan Advisors - Associate, Branch Operations Support Manager

Description

Help power the day-to-day engine behind J.P. Morgan Advisor—where operational excellence enables advisors to focus on clients. In this role, you’ll keep processes moving, resolve issues quickly, and strengthen controls that support great outcomes.

As a Branch Operations Support Manager within J.P. Morgan Advisors, you will assist in middle office operations supporting Financial Advisor (FA) teams and their clients. Reporting to and supporting the Branch Operations Director, you will coordinate onboarding, operational processing, and issue resolution while taking ownership of projects and progress updates, ensuring reliable execution in a fast-paced, deadline-oriented environment.

Job responsibilities

  • Support Financial Advisor and new client onboarding processes
  • Assist with issue resolution for complications or problems that may arise
  • Coordinate client data and account information between clients and brokers
  • Assist with operational processing functions
  • Participate in and take ownership of projects
  • Work independently while keeping your manager informed of progress and issues

Required qualifications, capabilities, and skills

  • 3+ years of operations experience
  • Experience working with various product groups
  • Understanding of the brokerage business
  • Experience interfacing with Trading desks, operational teams, and Financial Advisors
  • Ability to work in a high-pressure environment with tight deadlines
  • Control-oriented mindset with strong attention to detail
  • Strong Excel skills and excellent interpersonal and communication skills

Preferred qualifications, capabilities, and skills

  • Experience with trading operations and/or systems
  • Team player mindset
  • Undergraduate degree
  • Series 7 preferred


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